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Create a quick invoice

Raise an invoice in under a minute: pick the customer, pick an item, save.

  1. Go to Sales, then Invoices, and select New invoice.
  2. Pick the customer. Start typing the name and choose from the list. A new invoice with Skyline Hotels picked as the customer.
  3. Pick an item from your catalog. The price, HSN and GST fill in on their own; adjust the quantity if needed. An iPhone catalog line added to the invoice with quantity 2 and live totals.
  4. Select Save draft. The invoice number is assigned only when you issue it, so a draft never uses up a number. The saved draft invoice on its detail page.

Tip: use Save and issue instead when you want the final numbered invoice in one go.